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Agency Operations

Crowne Plaza Pittsburgh South

164 Fort Couch Road Pittsburgh, PA 15241

Nov 30, 2023 ET | Classroom

Topics Date Time Speaker
Registration/Check-In Nov 30, 2023 07:30 AM-08:00 AM Scott Treen
CIC, CPIA
Treen Insurance Service Agency, Inc., Jefferson, OH
Ethical & Legal Requirements Nov 30, 2023 08:00 AM-09:00 AM Scott Treen
CIC, CPIA
Treen Insurance Service Agency, Inc., Jefferson, OH
Managing the Insurance Agency Nov 30, 2023 09:00 AM-10:00 AM Scott Treen
CIC, CPIA
Treen Insurance Service Agency, Inc., Jefferson, OH
The Insurance Industry and Marketplace Nov 30, 2023 10:00 AM-11:00 AM Scott Treen
CIC, CPIA
Treen Insurance Service Agency, Inc., Jefferson, OH
Risk Management & Agency Processes Nov 30, 2023 11:00 AM-12:00 PM Scott Treen
CIC, CPIA
Treen Insurance Service Agency, Inc., Jefferson, OH
Lunch - on your own Nov 30, 2023 12:00 PM-12:45 PM Scott Treen
CIC, CPIA
Treen Insurance Service Agency, Inc., Jefferson, OH
Managing Coverage Information Exchange Nov 30, 2023 12:45 PM-01:15 PM Scott Treen
CIC, CPIA
Treen Insurance Service Agency, Inc., Jefferson, OH
Managing the Agency Workflows & Procedures Nov 30, 2023 01:15 PM-02:15 PM Scott Treen
CIC, CPIA
Treen Insurance Service Agency, Inc., Jefferson, OH
Account Management Nov 30, 2023 02:15 PM-03:15 PM Scott Treen
CIC, CPIA
Treen Insurance Service Agency, Inc., Jefferson, OH
Errors & Omissions Nov 30, 2023 03:15 PM-03:45 PM Scott Treen
CIC, CPIA
Treen Insurance Service Agency, Inc., Jefferson, OH
Q&A and Review Nov 30, 2023 03:45 PM-04:15 PM Scott Treen
CIC, CPIA
Treen Insurance Service Agency, Inc., Jefferson, OH
Online Exam Window:
November 30 - December 07, 2023


All final exams require you to have a proctor, a disinterested third-party, to monitor your exam through its entirety. More testing information and instructions can be found at www.riskeducation.org/proctor-monitor-rules.


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